Automatic Customer Type Discounts - "Membership" Perks
It would be great to classify a customer as a certain group. We offer discounts based on the "Type" of customer.
65 and over = Discount at 25% off
Active Military = Discount of 15% off
Veteran = Discount of 20% off
Non-Profit Organizations = 20% off
Employee = 10% above cost
Family Discount = 50% off
Friends Discount = 25% off
We also provide loyalty programs to our clients that prepay services through us on a monthly basis (prepay yearly maintenance or antivirus solutions). Depending on the program they have, they get between 10% to 25% off of services for that particular device (above and beyond their maintenance programs).
We have a rule that 10% above cost is the maximum discount price that can be reached.
Retail Price: $50
Employee Purchase (10% above cost): $22.00
Family Discount (50% off): $25
Friends Discount (25% off): $37.50
Retail Price: $79.99
Employee Purchase (10% above cost): $76.99
Family Discount (50% off): $76.99
Friends Discount (25% off): $76.99
So if these two products were put together on a single transaction - Here is how it would look.
Customer is a family member (50% discount to a max discount of 10% above cost)
Antivirus - $50.00
Hard Drive - $79.99
Tax (5.5%): $5.61
This really builds great loyalty and has is a nice reward for loyal and recurring customers.
We hope to see this implemented :)
Please vote everyone if you feel this could be an excellent feature!
For IT Pros/MSPs you can now set override prices per customer via a contract. The rest of this might take a bit longer
As well as discount groups functionality it would be great if our customers, B2B or not could order direct from our inventory via their customer portal at the discounted rate.
Adding my vote to this, having automatic discount for contracted companies / customers / groups secures less risk of error when invoicing.
Lots of good ideas. Something touched on here we also need is the ability to just sign a discount to a client that isn't attached to a list or group. Like "MOM'....Mom should get a discount right? It would be nice to just put 3% in her discount box and be good to go knowing she got a great deal if she came in.... LOL
Ideally we would like to have specific pricing levels per customer group.
Eg. Trade1, Trade2, Trade3 & Retail.
As we have varying margins on products we really need to hard set pricing per group.
Dave Adams commented
Another method of implementation is to make Customer groups. Military group would get 15% off repair and 5% off retail for example. Each group could be customizable and then you just add the Customer to the group. I’ve noticed that RepairDesk does this method of discounting and it works pretty well.
This is touched on but we'd need to set that discount level by client possibly. We have different service plans and each plan could get a different service level so discounting by "MSP" client alone wouldn't do it.
Robert Swainson commented
I know I would rather have a blanket discount applied to a specific customer sale automatically then have to adjust a reseller discount on 70 items. I see this was suggested two years ago and I am just getting on board with repair shopper. Do we have a ETA on implementation as this looks like a two year old sugestion.
It would be nice here to be able to set a discount on just Labor, by custom customer field.
For example if we choose to make a field for each of our MSP plans, we should be then able to say that each of those plans gets a % off. That would be a % off on just the Labor not everything so that is the tricky part but needed. As a "small" shop we can't give a 20% discount on any hardware or it would be going out free....or less then our cost.
+1 for MSP also. Should be able to set client billing rate from within the client file customer screen. As well as that set discount on other services and a set person to send invoices to not just a copied person this needs to be very specific. A line that says "where to send invoices" which would allow common separated email address so we could add as many or few as we liked. JUST for Billing.
I would like to see this type of automatic discount be available by subscription type. If a client has a specific subscription type or recurring invoicing type that line would just show up on any invoice, applied to labor only items not parts.
This would require a few things adding the ability to have subscription categories, which could have specific attributes attached to them. for example, you setup the subscription like a inventory items but as subscription items with prices, discounts "terms" description and options like ad on items. Then we could have a client that is part of a specific subscription get a specified discount.
We could also then have a tabbed window like inventory that would show each subscription type as a separate tab for easy sorting and management.
A customer type would benefit from features like this. I'd like to see tags here where we can layer them such a permissions on a customer/user. Then apply types such as those in the OP and the system be told to apply or combine a type of discount if applied.
Barry Jeung commented
Definitely need this feature. We offer discounts based on the service plan for hardware purchases and I don't want to be manually calculating this for every estimate.
Ryan (Power User R7, RepairShopr) commented
This request is a big extreme in specifics...
I also would like to have automatic discounts applied to customers, but not necessarily to the customer as a whole. Meaning, we work with some pawn shops and give them a huge discount of 50% off of 2 specific services - password reset and OS reinstall. That's not to say I want one of their employees to bring in his home PC and have the thing overhauled for 50% off. I only want to give the company a discount on two specific things.
Alternatively, for my very close friends I would like to have it set for 50% off all services, but nothing on parts. So, we'd need to have a discount option for customers, and choose rather it's for specific parts and/or services, or, parts and/or services as a category whole.
This should be a really simple addition and would eliminate a lot of useless and tiresome "workarounds". Please do it!
I agree, setup a discounts settings area that you can add whatever discounts you need to. Right now we setup a Courtesy discount and added it as an item to zero as well. When clients get some kind of discount we add the courtesy discount line item then put in a negative amount.
It is important that clients see you are giving them a deal, they won't appreciate it or even know your doing it if it isn't on a line item.
We also give discounts to students etc...it does help not only to encourage people out there doing the right thing but to come back to your shop vs. someone else's.
Garrett Tate commented
We have some customers that are on different discount levels for various reasons. We need a way for this to be automatically implemented.
Nancy Sabino commented
+1 for MSP feature
harvey mindel commented
As an MSP we charge our customers in a variety of ways. Some customers pay $95/hr for remote suipport. Some $75/hr for remote support and some pay $0 because of their contract. We need to be able to set item sale price by customer or by customer type. This way it will be constant and techs wont have to guess.. Same holds true for onsite hours and bench repair hours...
Ashlyn M commented
I would love to see this implemented.
yes definitely need pricing tiers
Adam Fischer commented
Please close the review Team RS, it's been under review for a year and a half at this point!
We all want this feature!
Would be so helpful to attach a "permanent" discount level to any customer. As it is, we have to rely on the (easily-missed) Notes field as a reminder to add a line-item discount for those customers to whom we offer discounts (fire/police/military, seniors, friends/family, animal charities, etc).